VANGUARD MUN BD FDS's ticker is VTEB and the CUSIP is 922907746. A total of 712 filers reported holding VANGUARD MUN BD FDS in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $321,308 | -35.8% | 6,680 | -32.9% | 0.15% | -39.3% |
Q2 2023 | $500,192 | -16.7% | 9,960 | -16.0% | 0.25% | -26.5% |
Q1 2023 | $600,828 | +2.4% | 11,860 | 0.0% | 0.34% | -4.3% |
Q4 2022 | $586,951 | -50.7% | 11,860 | -52.0% | 0.35% | -52.4% |
Q3 2022 | $1,190,000 | +7.1% | 24,712 | +11.0% | 0.74% | +9.7% |
Q2 2022 | $1,111,000 | +1207.1% | 22,262 | +1256.6% | 0.67% | +1363.0% |
Q1 2022 | $85,000 | -1.2% | 1,641 | +5.2% | 0.05% | -13.2% |
Q4 2021 | $86,000 | – | 1,560 | – | 0.05% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
BAKER BOYER NATIONAL BANK | 1,111,233 | $53,439,123 | 21.73% |
Mosaic Advisors LLC | 412,667 | $19,849,288 | 18.17% |
Orgel Wealth Management, LLC | 9,389,307 | $451,625,667 | 15.27% |
Strata Wealth Advisors, LLC | 626,848 | $30,151,396 | 14.52% |
GPWM LLC | 310,436 | $14,931,972 | 12.76% |
HT Partners LLC | 832,898 | $40,062,394 | 11.97% |
Winthrop Advisory Group LLC | 1,355,215 | $65,185,826 | 10.70% |
ASPIRIANT, LLC | 4,265,321 | $205,162,019 | 10.50% |
West Financial Advisors, LLC | 869,828 | $41,838,727 | 10.50% |
Quaker Wealth Management, LLC | 420,375 | $20,220,048 | 9.86% |